Build momentum
We go beyond providing a platform. We partner with advisors to strategically grow, refine, and scale their practices with purpose, structure, and hands-on support that drives sustainable momentum and long-term success.
Take your career to the next level with WealthBridge.
Whether you're an experienced advisor or just getting started, we offer structured guidance, clarity, and an environment where you can grow with confidence.
Advanced planning support: Premium financing
Why WealthBridgeWatchWealthBridge Financial Group is widely recognized for the high-quality resources and professional support we provide.
Our experience in advanced planning has made us a trusted partner for many financial professionals.
Premium financingEstate strategiesDigital marketing supportCPA collaboration
#1
Ranked firm in National Life's affiliated channel
#1
Paul Barone, MD ranked nationally
$5M
In total team production
10
Strategic recruits added
The WealthBridge platform
What makes us different
A platform, a partner, and a team of specialists behind every case, from the first lead to the most complex plan.
Proven success
We know how to attract, serve, and retain high-net-worth clients. Our experience, systems, and strategic approach are designed to support sophisticated planning, strong market positioning, and consistent delivery of meaningful client value.
Personalized support
Unlike large national firms that can feel transactional, we provide hands-on, relationship-driven support tailored to your market and goals, giving you direct access to experienced professionals who truly understand your business.
Expertise across every discipline
The resources behind your practice.
Marketing & lead generation
Strategic campaigns and systems designed to create consistent opportunities.
Advanced case design
Sophisticated planning solutions for complex client situations.
Investment planning
Thoughtful portfolio strategies aligned with client goals and risk profiles.
Financial planning & design
Comprehensive planning frameworks that strengthen client relationships.
Tax mitigation strategies
Proactive planning to help clients preserve and grow their wealth efficiently.
Integrated Wealth Resources
Meet the Integrated Wealth Resources specialists
Expand what you can offer your clients by tapping into a network of specialists across advanced planning, life insurance, retirement strategies, college funding, disability insurance, employee benefits, divorce planning, NIL planning, and premium financing.
Todd Bass
Advanced Planning / Estate Planning & Business Succession
Todd works with financial professionals on sophisticated planning cases involving estate strategies, business succession, advanced case structuring, buy-sell planning, valuations, ESOPs, and other complex business-owner situations.
When to bring him in
Vincent Colatriano
Life Insurance Specialist
Vincent helps financial professionals structure and position life insurance strategies, including term insurance, whole life, indexed universal life, and other protection or accumulation-focused solutions.
When to bring him in
Don BrownChFC, ChSNC
Special Needs Funding Coach
Don specializes in planning for families with dependents who have special needs. He helps financial professionals address long-term care, funding, protection, and planning considerations while coordinating those needs with the family's broader financial strategy.
When to bring him in
Nicholas Musico
Advanced Case Design
Nicholas supports highly complex life insurance and advanced planning cases, helping financial professionals structure strategies, review illustrations, and communicate sophisticated concepts to clients.
When to bring him in
Zachary Fuld
Financial Planning Specialist
Zachary works with financial professionals to build comprehensive financial plans around cash flow, retirement objectives, protection needs, investments, and long-term client goals.
When to bring him in
Chris Curran
College Funding Specialist
Chris specializes in college funding strategies and helping families better understand the financial aid process, college costs, and planning strategies surrounding higher education.
When to bring him in
Kenneth Carlson
Disability Insurance Specialist
Kenneth helps financial professionals identify income-protection gaps and structure disability insurance solutions appropriate for a client's occupation, income, and financial situation.
When to bring him in
Michael Sabato
Employee Benefits Specialist
Michael works with financial professionals, business owners, and organizations on employee benefits and protection strategies.
When to bring him in
Jillian JonesCDFA®
Divorce Financial Specialist
Jillian helps clients understand the financial implications of divorce and works alongside attorneys, mediators, and financial professionals to evaluate assets, settlement considerations, and long-term financial outcomes.
When to bring her in
Greg Procaccino & Pat Montgomery
NIL Planning & Education Specialists
Greg and Pat help student-athletes and their families navigate Name, Image, and Likeness opportunities while addressing financial education, planning, contract considerations, and long-term wealth management.
When to bring them in
Shawn Lore & Steve Hacker
401(k) & Employer Plan Specialists
Shawn and Steve help financial professionals and business owners evaluate employer-sponsored retirement plans and identify planning opportunities surrounding 401(k)s and other retirement assets.
When to bring them in
Jason MandelSky Gem Solutions
Premium Financing Specialist
Sky Gem Solutions specializes in sophisticated life insurance and premium financing strategies for high-net-worth families and business owners. Jason and the team help financial professionals evaluate and structure advanced cases involving significant insurance needs.
When to bring them in
Not sure which specialist your case needs?
Tell us about the client situation and we'll help connect you with the right resource.
Visit Integrated Wealth ResourcesOur partner
Backed by our partner, National Life Group
WealthBridge advisors build their practices with the strength of National Life Group behind them, a company that has been helping families and businesses protect what matters since 1848.
- Since 1848
- More than 175 years of keeping promises to policyholders
- Montpelier, Vermont
- Headquarters of National Life Group
- Do good. Be good. Make good.
- The mission that guides how National Life serves clients
Your interview
Meet Paul Barone and his team
Paul leads the #1 nationally ranked MD team at WealthBridge. Here's the track record, and the kind of advisor he's looking to add next.
Paul BaroneManaging Director, WealthBridge Financial Group
7Leaders Conference-level (or higher) advisors
5Advisors at $250K in production
2Advisors at $750K in production
1Advisor surpassing $1M+ in production
Who we're looking for
We are seeking growth-oriented financial professionals who meet the following criteria.
- Experience
- Minimum 2+ years in financial services
- Licensing
- Active Life, Accident & Health (LAH) license
- Investment licenses
- A plus, but not required
- Product focus
- Currently selling life insurance and annuities
Who thrives in this role
- Independent advisors who want to remain independent but need stronger infrastructure and support
- Agents at captive firms with limited product options (non-open architecture)
- Advisors looking to scale revenue and break into the high-net-worth market
- Bank-based advisors or professionals working within IMOs
Including advisors currently with firms such as
Next step
Start the conversation
Book a time directly on Paul's calendar, or send your details and the team will reach out.